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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

49 hedge funds and large institutions have $317M invested in Invesco KBW Bank ETF in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
49
Holders Change
+9
Holders Change %
+22.5%
% of All Funds
1.37%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
11
Increased
28
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.8M
2
AGA
2
Accuvest Global Advisors
Utah
$6.42M
3
Macquarie Group
3
Macquarie Group
Australia
$5.05M
4
WBG
4
Wharton Business Group
Pennsylvania
$33.7M
5
RJA
5
Raymond James & Associates
Florida
$33M

Top Sellers

1
HH
1
Hilltop Holdings
Texas
$0
2
DBT
2
Dubuque Bank & Trust
Iowa
$1.12M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$597K
4
PAI
4
Pittenger & Anderson Inc
Nebraska
$201K
5
AIG
5
American International Group
New York
$136K
Name Market Value Shares Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$97.2M 2,703,764 +80,019 +3%
WBG
2
Wharton Business Group
Pennsylvania
$33.7M 937,712 +108,895 +13%
RJA
3
Raymond James & Associates
Florida
$33M 917,511 +94,343 +11%
PVH
4
Psagot Value Holdings
Israel
$25.9M 719,865 +129 +0%
Morgan Stanley
5
Morgan Stanley
New York
$22.8M 634,024 +196,045 +45%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$13.7M 380,946 +55,098 +17%
Bank of America
7
Bank of America
North Carolina
$12.8M 357,065 +67,109 +23%
SCM
8
SOL Capital Management
Maryland
$8.89M 247,110 +7,950 +3%
AGA
9
Accuvest Global Advisors
Utah
$6.42M 178,620 +178,620 New
UBS Group
10
UBS Group
Switzerland
$5.68M 157,903 +74,446 +89%
SAM
11
Silvercrest Asset Management
New York
$5.46M 151,871 +51,485 +51%
Macquarie Group
12
Macquarie Group
Australia
$5.05M 140,300 +140,300 New
BTS
13
BB&T Securities
Virginia
$4.69M 130,435 +2,437 +2%
SAM
14
Stringer Asset Management
Tennessee
$3.73M 103,836 +9,488 +10%
Jane Street
15
Jane Street
New York
$3.71M 103,025 +21,549 +26%
CS
16
Credit Suisse
Switzerland
$3.63M 101,040 +31,099 +44%
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$3.6M 100,000 – –
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.29M 91,529 +12,032 +15%
CA
19
Cumberland Advisors
Florida
$3.15M 87,595 +87,595 New
AFG
20
Albion Financial Group
Utah
$2.7M 74,939 +74,939 New
BCM
21
Barometer Capital Management
Ontario, Canada
$2.1M 58,500 +2,800 +5%
Goldman Sachs
22
Goldman Sachs
New York
$1.8M 50,014 +7 +0%
LPL Financial
23
LPL Financial
California
$1.71M 46,836 +30,716 +191%
JCM
24
Janney Capital Management
Pennsylvania
$1.54M 42,758 +42,758 New
BCI
25
Brinker Capital Investments
Pennsylvania
$1.41M 39,137 +217 +0.6%
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